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🏆FundGrade A+® Awards 2025 | Yet another great harvest for iA!

iA PAR | Highlights of the Participating Account's Overview as at December 31, 2025

My Client Space | Did your clients provide their email?

Q4 2025 Quarterly reviews of your favourite Fidelity funds

Critical illness insurance: even more flexibility with the Guaranteed Insurability Rider

Availability of your clients' tax documents

Boost your sales with 4 targeted sales opportunities

iAGAM Investment Funds | 2025 Q4 review

Reminders | Deadlines | RRSP contributions and RRSP loan

Market Conduct Standards Code | Start the year on the right foot!

The semi-annual investment statements soon available

Fiscal allocations as at December 31, 2025

Save time with appointment booking on Facebook

Identification: Form Updates

Total cost reporting (TCR) requirement | New FAQ

Claims: New training module  

New semi-annual statement note

Thank you for participating… and congratulations to the winner!

Seg funds: A smart play this RRSP-TFSA season 🏆

Transition | Self-service transactions now available

Electronic changes now in EVO Insurance on the web!

RRSP loan | The rate reduction is back!

Genesis UL | Smoothed Return Diversified Account maintained at 3.85% in 2026

Genesis-IRIS | Rates maintained for SRIA and SRDA in 2026

EquiBuild fund | Rate maintained at 6% for 2026

Modernization of Transition critical illness insurance

iAGAM | Changes in Canadian Equity Mandates

EVO New Issue | Simplified electronic signature process

iA CONNECTED survey | Your opinion could be worth $2,000 an hour!

iA PAR | 2026 dividend scale interest rate

Fiscal allocations as at October 31, 2025

Q3 2025 Quarterly reviews of your favourite Fidelity funds

RRSP-TFSA-FHSA Campaign | $25,000 in prize money!

F4A-13 Conversion form | New version to be used

iAGAM Investment Funds | 2025 third quarter review

It’s time to send your RRSP conversion requests!

Wealth Transfer | New resources in the Advisor Centre

Self-directed investing: how to stand out

An advisor wins $5,000 in prizes! 🙌

Two new self-service transactions!

Monthly Macro & Strategy | Under Pressure

Changes to the GIF interest rate guarantee agreement

Use the Right Title to Showcase Your Expertise

EVO Insurance and Assure&go: Important changes coming soon

Strike at Canada Post | Tell your clients to use the online services

Are you taking full advantage of your secure messaging service?

iA Excellence: Do you have the right address?

Seg funds: Get ready to offer better protection

iA Term life insurance: 1 in 2 clients are interested

2025 Savings and Investment Conferences | Registration and agenda

Update of accepted forms

iA PAR account | 📽️ Your questions answered

Market Index Heat Map | Markets Show Resilience in August Despite Mixed Signals

Monthly Macro & Strategy | You can’t always get what you want

A New Brand Image for iA Financial Group

It's official: EVO Insurance is now on the web!

New page in the Advisor Centre

Life insurance | Claims: New training modules

Layered coverage, a unique advantage

Sharon B. Smith now at iA: a major new asset for Underwriting!

New to the iA Mobile app

🎓 Back-to-school RESP contest: $2,500 to be won

How to talk to clients who don’t want an advisor? Show them the value you can add!

New Business Tracker Features

Market Index Heat Map | Political Clarity and Trade Progress Fuel Market Rally

iA PAR | Overview of the Participating Account's Highlights as at June 30, 2025

Q2 2025 Quarterly reviews of your favorite Fidelity funds

Win $5,000: Talking about the Client Space could pay off!

Bank of Canada maintains its policy rate

Dynamic funds | Q2 2025 commentaries

Everything you need in just a few clicks!

Mergers and closures of 20 funds

iAGAM Investment Funds | 2025 second quarter review

Term life insurance | Safeguard the future plans of young adults and pre-retirees

Life Insurance | Easing of medical requirements for streamlined underwriting

Web Showcase | Maximize your online presence!

New parental union regime: What you need to know

Availability of semi-annual investment statements

2025 Baromètre de l'assurance | Make your voice heard!

Stock market volatility: How to reassure your clients?

PAD | Letting your money sleep can cost you dearly

Save time, do it online

New semi-annual statement notes

New season, new info: update your email address

iA PAR | For a successful wealth transfer

Does their mortgage insurance offer as much?

Videos | Fidelity VISION+ event

REMINDER - Easily access tracking of your orders with the iCARE platform

iA Participating Life Insurance (iA PAR)

Canada Post labour dispute possibly resuming

Integration of the FICO® Underwriting Platform: iA has won the 2025 FICO® Decision Industry Vanguard Award

Fund Facts and Information Folders | New versions now available

REMINDER – Maintenance notice | All systems unavailable on May 17-18

Annual MER update

Avoid incorrect investment instructions

Maintenance Notice | All Systems Unavailable on May 17-18

Q1 2025 Quarterly reviews of your favorite Fidelity funds

Video | Fidelity’s Patrice Quirion on global investment opportunities

Before GIF Maturity: Take Action!

Insurance | New Access Life features in the Advisor Centre

Disability insurance | New Advisor Guide

iAGAM Investment Funds | 2025 first quarter review

Savings | Modification to the EVO new issue tool

Mergers and closures of 20 funds on July 18, 2025

Savings | Automated email enhancement – Registration to My Client Space

Quickly generate sales with tax refunds!

Dan Rohinton | Beyond "Liberation Day"

Your one-stop shop for economic news!

"Liberation Day" | Your questions answered by our experts

Dan Rohinton | Technological, economic, and geopolitical transformation

Cancellation of the increase in the capital gains inclusion rate

U.S. elections: the effects on the economy and your finances

Nova Scotia LIF | New for your clients

Tax refund | Sow the idea and reap the recognition of your clients

Insurance | Improvements – Claim forms: Critical illness and disability

Action required: Validate your email address

Global Health Care (Renaissance) | Commentary Q4 2024

U.S. Tariffs | Your questions answered by our experts

Deferral of change to capital gains inclusion rate

Fidelity European Equity - Point of view

Renée Laflamme honoured

Improvements to the RESP withdrawal request form (F51-183A-1)

🏆FundGrade A+ Awards | iA shines again in 2024

iA CONNECTED: Don’t be the last to know!

My Client Space | Talk your clients into providing their email address

Easily access tracking of your orders with the iCARE platform

iA PAR | Overview of the Participating Account's Highlights as at December 31, 2024

Q4 2024 Quarterly reviews of your favorite Fidelity funds

The 2025 Tax reference sheet is here!

Savings | New → Online modification of periodic contributions

Availability Issues | Individual Savings and Retirement semi-annual statements as at December 31, 2024

Deepseek’s breakthrough | Porfolio manager Mark Schmehl’s take on it

On February 3, celebrate 25 years of iA on the Toronto Stock Exchange

EVO | Work efficiently as a team

Fiscal allocations as at December 31, 2024

iA Term life insurance – Top 6 client segments

New semi-annual statement notes

2024 Lipper Fund Award Winner

iA PAR - Clarification of the Additional Deposit Option (ADO)

Reminder | New rules for your clients holding a Quebec LIF

Series 75/100 – Right time for a reset?

Reminder | EVO Insurance | Changes in November

Fiscal allocations as at October 31, 2024

Insurance | Some news about the claim process

Reflections on the U.S. election outcome

Dan Rohinton | Technology and media

iA Financial Group wins international marketing awards

Launch of six new segregated funds

EVO Insurance | Changes in November

Dan Rohinton | Demographic evolution, technological revolutions, and energy efficiency

New rules for your clients holding a Quebec LIF

Are your clients’ retirement plans still viable?

Maximize your clients’ investment potential!

RESPs | The cost of education has not escaped the ravages of inflation!

Portfolio manager changes for two segregated funds

A practical and helpful tool. Have you explored it?

Client consent update | Collection and disclosure of personal information to other persons or organizations

Red Monday: Decoding the August 5 global sell-off

Better planning for a better retirement | Tools to support your clients

Segregated funds | The advantage of talking about them

Interest rate cut: Optimize your clients’ investment strategies

Term life insurance | Premium reductions for ALL terms

iA PAR | New horizons

Retirement and anxiety: you are the solution!

Rate cuts | Movement is expected, get ready!

Ad hoc survey: Share your experience with us

90% of your clients could increase their pre-authorized debits (PADs)

iA PAR | New documents available

Fund Facts and Information Folders | New versions now available

Upcoming editions of Fund Facts going digital

New addition to the Know Your Funds brochure

NEW | Improved underwriting requirements for life insurance over $3 million

New feature on the Assure&go platform

Optimizations to our managed solutions

52% don’t have one! Do you know what we’re talking about?

Improvements to Genesis Universal Life Insurance (Genesis UL)

iA Term Life Insurance | The MOST value for your clients

iA Large Case Solutions | Discover all the expertise at your disposal

Disability | Excellent news for you and your clients

Your clients aged 50-70 are being wooed: turn on the charm!

Newcomers ad campaigns | Be invested in their future!

Changes regarding cheque cashing

New! A Guide to Critical Illness Insurance

Segregated funds | Opportunities to seize

FHSA News | All investment options now available

New article | Key ingredients for diversification

iA PAR | Two significant improvements

My Client Space | Talk your clients into providing their email address

IT Help Desk | Good practices

DCA from HISA now available

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